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Dynamic Advisor Solutions’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Dynamic Advisor Solutions’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
19,433
+5,941
+44% +$313K 0.03% 483
2026
Q1 		$666K Buy
13,492
+1,135
+9% +$58.8K 0.02% 562
2025
Q4 		$649K Buy
12,357
+8,425
+214% +$442K 0.02% 563
2025
Q3 		$206K Buy
+3,932
New +$202K 0.01% 893
2025
Q1 		– Sell
-4,695
Closed -$239K – 883
2024
Q4 		$239K Buy
+4,695
New +$243K 0.01% 581

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynamic Advisor Solutions's SPYI Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its NEOS S&P 500 High Income ETF (SPYI) stake by 44% in Q2 2026, buying an estimated $313K and bringing the position to 19,433 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #483.

Dynamic Advisor Solutions first reported a position in SPYI in Q4 2024 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Dynamic Advisor Solutions held 19,433 shares of NEOS S&P 500 High Income ETF worth $1.03M as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,941 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $313K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #483 holding.
  • Dynamic Advisor Solutions first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.